Segregated Funds Coordinator

Manulife; Southwestern Ontario; Hybrid; CAD 42,000 - 72,000; Full time

Job summary

A leading financial services company is seeking a Seg Fund Coordinator in Southwestern Ontario. The role involves providing support to advisors, managing operational tasks, and conducting system maintenance with a hybrid working arrangement. Candidates should have excellent communication and problem-solving skills, with a preference for experience in the financial services industry. Salary range is $42,825 to $71,375 CAD.

Benefits

Health and dental insurance

Mental health benefits

Retirement savings plans

Generous paid time off

Qualifications

• Prior experience in financial services or regulated industry is preferred.
• Excellent verbal and written communication skills in English and/or French.
• Ability to learn online platforms and provide training.

Responsibilities

• Process non-financial updates for advisors.
• Provide administrative support and training to advisors.
• Administer FundServ and test WealthServ systems.

Skills

Communication skills

Problem-solving skills

Independence

Relationship building

Adaptability

Job description

Overview

The Opportunity: This role will act as the “Seg Fund Back Office” for MWISI Advisors. They will serve as the central channel for advisors to access administrative support and escalations for new contracts as well as inforce seg business for allseg fund carriers supported by MWISI.

The Seg Fund Coordinator will be responsible for managing a variety of operational tasks and providing comprehensive support and training to advisors. This role ensures the smooth execution of non-financial updates, advisor transitions, and system updates. The coordinator will also handle daily commission queries, problem resolution, and system testing to maintain operational efficiency and accuracy.

Position Responsibilities

• Non-financial update processing
• Advisor support and training
• FundServ administration
• WealthServ system testing
• System maintenance and problem resolution

Preferred Qualifications

• Prior experience working in the financial services industry or similarly regulated industry
• Excellent communications skills (verbal and written) in English and/or French
• Ability to thoroughly learn an online platform and provide training to users
• Ability to build and nurture positive relationships with independent advisors • Commitment to achieving high levels of service excellence
• Excellent problem-solving skills and ability to quickly learn
• Ability to work independently or with minimal direction within a team

When you join our team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit the URL: https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact the email address [e-mail].

Salary and Location

Referenced Salary Location: Waterloo, Ontario

Working Arrangement: Hybrid

Salary range is expected to be between: $42,825.00 CAD - $71,375.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.